Wealth Ops
Second Brain
First-Year Program

Abramov Family Office

Sofia Abramov · UHNW · $41.50M · Pershing

On TrackMedium riskAdvisor: Priya Raman · Ops: Jamal O.
Experience score
86/100
SignedDay 2 / target 2
Journey type
Transfer + Planning
Next milestone
Advance to Onboarding Started
Due
2026-05-12
Marketing sequence
Welcome — HNW Transfer
Started
2026-03-23
Notes
On cadence. Advance to Onboarding Started due 2026-05-12.

Calendar & work orchestration

Tier A
WG1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionGrowthHigh
Schedule prospect follow-up
Confirm next meeting and pre-read. (Abramov Family Office) · due 2026-05-31 · owner Priya Raman
Upcoming events (0)

No scheduled meetings.

Recent completed
  • 2026-05-06 · Funding Follow-Up · Completed
Open work (1)
+19d
Task
Schedule prospect follow-upGrowthHighTier A
Confirm next meeting and pre-read. (Abramov Family Office)
WG

Milestones

  • Signed2026-03-25
  • KYC completed2026-03-28
  • Accounts opened2026-04-03
  • Transfer initiated2026-04-07
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    Automated2026-05-09
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-23
Completed · 1
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-05-10

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.